---
title: "Sales Discovery Call"
description: "For qualifying leads and understanding customer needs"
category: "Sales"
targets: ["Account Executive", "Sales Rep", "BDR"]
sections:
  - title: "Company Overview"
    description: "Background on the prospect"
  - title: "Current Situation"
    description: "How they operate today"
  - title: "Challenges & Pain Points"
    description: "Problems they're trying to solve"
  - title: "Goals & Success Criteria"
    description: "What success looks like"
  - title: "Budget & Timeline"
    description: "Financial and timing constraints"
  - title: "Next Steps"
    description: "Follow-up actions and timeline"
---

## Company Overview

Company size, industry, role of participants, and relevant background information.

## Current Situation

How they currently handle the problem, what tools they use, and their processes.

## Challenges & Pain Points

Specific pain points, problems, and frustrations they're experiencing.

## Goals & Success Criteria

What they hope to achieve, their desired outcomes, and how they measure success.

## Budget & Timeline

Budget range, decision-making process, timeline for purchase, and key stakeholders.

## Next Steps

Agreed upon follow-up actions, who's responsible, and target dates.
